How the deal pipeline works
How deals move across the Acquisition and Rehab boards, what Closed unlocks, and what deleting a deal removes.
The Deal Pipeline has two boards. Acquisition Phase follows a deal from first look to closing. Rehab Phase follows a closed deal through its renovation. A deal sits in exactly one column at a time, and moving it changes what you see on your Dashboard and in your reports.
The parts
Section titled “The parts”| Board | Columns | What a column means |
|---|---|---|
| Acquisition Phase | Analyzing | You are evaluating the deal. Every new deal starts here. |
| Make An Offer | You are preparing or have sent an offer. | |
| Under Contract | Your offer was accepted. | |
| Closed | You bought the property. | |
| Rehab Phase | Planning | The renovation is being scoped. |
| In Progress | Work is underway. | |
| Completed | The work is done. | |
| Ready to List | The property is ready to sell or rent. |
A fifth stage, Dead, marks a deal you are no longer pursuing. It is not a column. Dead deals are hidden from both boards and do not count as active. Set one with Mark as Dead on the card’s menu, and bring it back with Show dead deals, then Revive.
Switch boards with the Acquisition Phase and Rehab Phase tabs above the columns. The search box and the type and priority filters narrow the cards on both boards.
How a deal moves
Section titled “How a deal moves”Drag a card from one column to another. On the Acquisition board, a card can go to any of the four columns, forward or back.
Only Closed deals can enter the Rehab board. If you drag a deal from Analyzing, Make An Offer or Under Contract onto a rehab column, the app refuses and shows “Only closed deals can be moved to rehab phases”. A closed deal can start rehab two ways: drag it onto Planning, or choose Start Rehab from the menu on its card.
What starting a rehab creates
Section titled “What starting a rehab creates”Moving a closed deal into Planning creates a renovation project for it automatically, and you see “Project created automatically!”. The project:
- is named after the property address, followed by Renovation;
- starts with the Planning status;
- uses Simple budget mode, with the deal’s rehab budget as its total budget when the deal has one;
- starts at 0% complete and On Track.
If the deal already has a project, a second one is not created. You see “Project already exists for this deal” instead.
After that, moving the deal to In Progress, Completed or Ready to List sets its project to the matching status.
Active deals
Section titled “Active deals”The Active Deals count on the Deal Pipeline and the Dashboard includes deals in Analyzing, Make An Offer and Under Contract. Closed and Dead deals are not counted, even though a closed deal is a property you now own.
What deleting a deal does
Section titled “What deleting a deal does”Choose Delete from a card’s menu and the app asks you to confirm Delete Deal. The confirmation says the deal will be removed from the Deal Pipeline, your Dashboard statistics, your reports and analytics, and all related records in the app.
Two effects are easy to miss:
- The deal’s document folder and every file in it are deleted with it.
- If the deal came from a prospect in My Prospects, that prospect goes back to New so you can add it again later.
Good to know
Section titled “Good to know”- The pipeline stage and the Deal Score are independent. Moving a card does not change its score.
- The Add New Deal button is disabled when your subscription has ended, with the hint “Upgrade to continue creating”. See How plans, trials and limits work.
- A guided prompt can appear on a card, such as “Closed. Ready to renovate?”. You can switch these off with Guided assistance in Settings.